Strategic Relationship Manager - Wealth Advisory
Merceradvisors
Merceradvisors is seeking a Relationship Manager I in Kansas City, MO to enhance service excellence within the Wealth Management team. This strategic role involves overseeing client experiences and collaborating closely with Wealth Advisors to ensure high service standards. The position affords a clear path for career advancement to Relationship Manager II and III, with increasing influence and leadership roles. Ideal candidates will possess exceptional communication and client management skills alongside a solid understanding of wealth management processes. #J-18808-Ljbffr Merceradvisors
- ...an Engagement Director for our Client Accounting and Advisory Services (CAAS). You will provide high-level interim or... ...hands-on execution, travel opportunities, and flexible benefits as you manage engagements and client relationships. #J-18808-Ljbffr CliftonLarsonAllenSuggestedInterim roleFlexible hours
$180k - $220k
...Description Grant Thornton is seeking an Advisory Director Client Relationship Executive within our Outsourcing... ...delivery models that combine strategic advisory, digital innovation, automation... ..., and executive relationship management, this leader shapes how capabilities...SuggestedWork at office- Focus Partners is seeking a Tax Manager to provide tax compliance, planning, and advisory services for high-net-worth individuals, families, estates, and closely held businesses. You will partner with wealth advisors, manage complex engagements, review returns, and mentor...Suggested
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$99.09k - $123.86k
Voya Financial, Inc. is looking for a Client Relationship Manager in Kansas City. In this role, you will be responsible for new business implementation, asset retention, and client satisfaction for your assigned book of business. Your primary objective will be to maintain...- Midwest Executive Search Group is seeking an Account Manager for a St. Louis-based thermal component distributor. You will lead territory... ...and negotiation skills, and the ability to manage complex client relationships. #J-18808-Ljbffr Midwest Executive Search GroupRemote job
- ...leader responsible for developing trusted relationships, identifying and advancing... ...Leader is accountable for growing and managing a portfolio of client relationships, advancing... ...pipeline data to support forecasting and strategic decision-making.Collaborate with broader...Contract workWork at office
- Springline Advisory, Inc. is seeking an Insurance Tax Manager on the Specialty Services team to deliver tax compliance, provision, and advisory services... ...The role emphasizes technical tax expertise, client relationship building, and mentoring staff within a fast-growing...
- NorthPoint Development LLC in Kansas City is seeking an Asset Manager to join our team on site. This role oversees leasing proposals, market analysis, capital deployment discussions, and financial planning to maximize asset value. The ideal candidate holds a bachelor's...
- ...DescriptionJob Title: Sr. Client Relationship ManagerLocations: Kansas... ...Accounting - Business Advisory Services (PA-BAS) sector. Specifically... ...solutions that help clients manage data, automate processes,... ....Develop and execute strategic account plans to achieve client...Ongoing contractFull timeWork at office
- ...Director to drive overall account strategy for Fortune 1000 clients, ensuring successful delivery and long-term partnerships. You will manage budgets, lead marketing technology initiatives, and guide cross-functional teams through complex digital transformations. Ideal...
- Springline Advisory in Overland Park, KS is seeking an Insurance Tax Manager on the Specialty Services team to deliver high-quality tax compliance, provision, and... ...returns and provisions, and help expand client relationships while working in a collaborative, hybrid...
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- ...reputations across consumer accounts. You will serve as a trusted strategic counselor, guiding earned media, crisis response and... ...with cross-functional partners. You will lead senior client relationships, develop influencer and media strategies, and set measurement...
- ...seeking a Public Relations Director to serve as a trusted strategic counselor, elevating the firm’s and clients’ reputations through... ...collaboration. You will guide crisis communications, manage senior relationships, shape media strategy, and mentor the PR team, while...
- ...Relations for an Agriculture Client in Kansas City, MO. The role leads media relations, strategic communications planning, and client counsel across integrated campaigns. You will manage media outreach, plan events, guide crisis and risk management, and coach executives...Contract workFreelance
- ...is seeking a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7, 66) and to grow into advisory client relationships in a financial center. You'll start with training, build essential skills, and advance toward more senior roles within...Work at office
- ...to begin with obtaining SIE, Series 7 and Series 66 licenses, then progress to client advisory in a financial center. You’ll learn to acquire, build, and manage client relationships while delivering solutions to complex financial needs. The role emphasizes a consultative...
- The Senior Public Relations Manager is responsible for leading QTS... ...press releases, media advisories, website updates, company statements... ...plans as needed and provide strategic counsel on crisis response.... ...Build and maintain positive relationships with key stakeholders...Full timeLocal area
- NorthPoint Development in Kansas City seeks an Asset Manager to maximize the performance and value of a diversified industrial portfolio. You will work with leasing, finance, and development teams to ensure underwriting aligns with market realities. The role emphasizes...
- Beyondthecontract is seeking an experienced Asset Manager to join their team in Kansas City. This crucial role focuses on maximizing performance... ...assets, ensuring alignment with business objectives through strategic lease management and financial oversight. The ideal candidate...
- ...messages and health economic data to support formulary decisions. The role requires 12+ years in biotech/pharma account management, strong relationship building, and the ability to travel 60-80% across the assigned territory. Base salary includes equity and comprehensive...
$100k
...behalf of our client We're hiring a Senior Client Relationship Manager on behalf of our client - a growing independent wealth management firm based in Overland Park, Kansas... ...a long-term career inside a high-performing advisory environment. The person in this role will...Work at office$68k - $80k
Job Summary The Relationship Manager (RM) I is a strategic, client-facing role within the Client Service department... ...of service excellence across the Wealth Management team. This role partners... ...contributor to the success of the advisory team. This role offers a clear career...Temporary workWork at officeLocal areaHome officeMonday to Friday$65k - $72k
...CLIENT SERVICES MANAGER | FINANCIAL PLANNING PRACTICE Help great clients feel taken care... ...planning practice run like clockwork. Synergy Wealth Solutions is posting this opportunity on... ...experience for both clients and the advisory team. The position is intended to be full...Full timeWork at officeShift work$133k - $198k
...a pivotal role as a Client Manager for Olsson's Power Delivery... ...where you'll forge lasting relationships, lead exciting projects, and... ...energy sector. You'll be the strategic partner for key clients, aligning... ...and design, client advisory services, planning, field services...Full timeFlexible hours- ...Strategic Program ManagerThe Strategic Program Manager leads multiple complex, enterprise-level programs that span multiple teams, departments, and stakeholders... ...the survey platform and fostering key stakeholder relationships to ensure we are asking the right questions at the...Temporary work
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